Clarity Wealth Advisors, LLC
SAN JOSE CA · SEC CIK 0001767384
$4.86亿2026Q1 申报市值
108持仓数
50.2%前十大占比 · 第一大 7.1%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CGBL 加仓+$294.71万
VYMI 加仓+$175.73万
VXUS 加仓+$163.04万
DIA 加仓+$120.66万
IJH 加仓+$111.92万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$47.39万
VCR 减仓-$34.83万
AAPL 减仓-$33.55万
WDAY 清仓-$33.12万
JEPI 减仓-$24.22万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,542 | -100.0% | -$33.12万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,896 | -100.0% | -$22.50万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -8,060 | -100.0% | -$20.87万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -650 | -100.0% | -$20.45万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.08万 | 清仓 |
| NTNX | NUTANIX INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.17万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $4.22万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $6.93万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $20.85万 | 0.04% | 1,720 | 1,720 | — | $20.85万 | 新建仓 |
| GE | GE AEROSPACE | $21.48万 | 0.04% | 757 | 5 | 0.7% | $1,419 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.55万 | 0.04% | 7,411 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $21.84万 | 0.04% | 1,534 | -83 | -5.1% | -$1.18万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $21.88万 | 0.04% | 1,115 | -22 | -1.9% | -$4,318 | 减仓 |
| IWD | ISHARES TR | $21.97万 | 0.05% | 1,028 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $22.59万 | 0.05% | 4,995 | -69 | -1.4% | -$3,121 | 减仓 |
| CRWV | COREWEAVE INC | $23.24万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $23.76万 | 0.05% | 4,800 | 4,800 | — | $23.76万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $23.82万 | 0.05% | 787 | -18 | -2.2% | -$5,447 | 减仓 |
| WMT | WALMART INC | $24.60万 | 0.05% | 1,979 | -47 | -2.3% | -$5,842 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $25.24万 | 0.05% | 16,769 | 1,700 | 11.3% | $2.56万 | 加仓 |
| IXN | ISHARES TR | $25.56万 | 0.05% | 2,557 | -192 | -7.0% | -$1.92万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $25.80万 | 0.05% | 633 | 1 | 0.2% | $408 | 加仓 |
| MCD | MCDONALDS CORP | $26.33万 | 0.05% | 847 | -36 | -4.1% | -$1.12万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $26.39万 | 0.05% | 10,662 | 104 | 1.0% | $2,574 | 加仓 |
| LLY | ELI LILLY & CO | $28.66万 | 0.06% | 312 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.36万 | 0.06% | 4,581 | 167 | 3.8% | $1.07万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $29.41万 | 0.06% | 2,036 | -138 | -6.3% | -$1.99万 | 减仓 |
| IYY | ISHARES TR | $30.37万 | 0.06% | 1,917 | -202 | -9.5% | -$3.20万 | 减仓 |
| DLN | WISDOMTREE TR | $31.47万 | 0.06% | 3,523 | -516 | -12.8% | -$4.61万 | 减仓 |
| BAC | BANK AMERICA CORP | $31.56万 | 0.06% | 6,474 | 92 | 1.4% | $4,485 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $32.01万 | 0.07% | 6,734 | -250 | -3.6% | -$1.19万 | 减仓 |
| QCOM | QUALCOMM INC | $32.27万 | 0.07% | 2,506 | -86 | -3.3% | -$1.11万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $32.78万 | 0.07% | 6,550 | 6,550 | — | $32.78万 | 新建仓 |
| CRM | SALESFORCE INC | $33.53万 | 0.07% | 1,796 | -35 | -1.9% | -$6,533 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $35.13万 | 0.07% | 11,348 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $36.39万 | 0.07% | 2,270 | 17 | 0.8% | $2,725 | 加仓 |
| ADSK | AUTODESK INC | $36.51万 | 0.08% | 1,525 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.60万 | 0.08% | 1,510 | -95 | -5.9% | -$2.30万 | 减仓 |
| IEMG | ISHARES INC | $37.59万 | 0.08% | 5,389 | 96 | 1.8% | $6,697 | 加仓 |
| CVNA | CARVANA CO | $41.44万 | 0.09% | 1,318 | -18 | -1.3% | -$5,659 | 减仓 |
| HD | HOME DEPOT INC | $41.52万 | 0.09% | 1,263 | -27 | -2.1% | -$8,877 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.82万 | 0.09% | 7,737 | 369 | 5.0% | $1.99万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $41.85万 | 0.09% | 2,826 | -22 | -0.8% | -$3,258 | 减仓 |
| SHOP | SHOPIFY INC | $41.93万 | 0.09% | 3,535 | 63 | 1.8% | $7,473 | 加仓 |
| — | HONEYWELL INTL INC | $44.33万 | 0.09% | 1,961 | -238 | -10.8% | -$5.38万 | 减仓 |
| SDY | SPDR SERIES TRUST | $45.21万 | 0.09% | 3,098 | -24 | -0.8% | -$3,502 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $46.58万 | 0.10% | 18,556 | -887 | -4.6% | -$2.23万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.89万 | 0.10% | 1,201 | 2 | 0.2% | $781 | 加仓 |
| DIS | DISNEY WALT CO | $48.80万 | 0.10% | 5,064 | -578 | -10.2% | -$5.57万 | 减仓 |
| IJR | ISHARES TR | $49.22万 | 0.10% | 3,960 | 94 | 2.4% | $1.17万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $50.34万 | 0.10% | 22,110 | 22,110 | — | $50.34万 | 新建仓 |
| AAPL | APPLE INC 看涨期权 | $50.76万 | 0.10% | 2,000 | 2,000 | — | $50.76万 | 新建仓 |
| BALI | BLACKROCK ETF TRUST | $52.38万 | 0.11% | 17,000 | 17,000 | — | $52.38万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $54.87万 | 0.11% | 514 | 92 | 21.8% | $9.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.95万 | 0.12% | 2,898 | -3 | -0.1% | -$610 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $60.27万 | 0.12% | 2,169 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $61.18万 | 0.13% | 1,790 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $64.27万 | 0.13% | 1,471 | -168 | -10.3% | -$7.34万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $66.57万 | 0.14% | 1,332 | -51 | -3.7% | -$2.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $66.88万 | 0.14% | 3,232 | -853 | -20.9% | -$17.65万 | 减仓 |
| IWF | ISHARES TR | $67.75万 | 0.14% | 1,589 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $70.41万 | 0.14% | 994 | -58 | -5.5% | -$4.11万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $73.40万 | 0.15% | 5,978 | 320 | 5.7% | $3.93万 | 加仓 |
| ORCL | ORACLE CORP | $78.64万 | 0.16% | 5,345 | 977 | 22.4% | $14.37万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $79.21万 | 0.16% | 5,415 | 946 | 21.2% | $13.84万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $80.00万 | 0.16% | 9,882 | 86 | 0.9% | $6,962 | 加仓 |
| IBB | ISHARES TR | $81.58万 | 0.17% | 4,831 | -380 | -7.3% | -$6.42万 | 减仓 |
| INTC | INTEL CORP | $82.70万 | 0.17% | 18,740 | -1,091 | -5.5% | -$4.81万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $84.27万 | 0.17% | 17,068 | -3,778 | -18.1% | -$18.65万 | 减仓 |
| SNPS | SYNOPSYS INC | $84.85万 | 0.17% | 2,140 | -2 | -0.1% | -$793 | 减仓 |
| NFLX | NETFLIX INC. | $101.96万 | 0.21% | 10,604 | 255 | 2.5% | $2.45万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $110.64万 | 0.23% | 43,152 | -1,459 | -3.3% | -$3.74万 | 减仓 |
| CSCO | CISCO SYS INC | $116.65万 | 0.24% | 15,034 | -8 | -0.1% | -$621 | 减仓 |
| AVGO | BROADCOM INC | $123.59万 | 0.25% | 3,993 | -46 | -1.1% | -$1.42万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $134.56万 | 0.28% | 26,588 | 4 | 0.0% | $202 | 加仓 |
| TQQQ | PROSHARES TR | $148.96万 | 0.31% | 35,740 | 1,900 | 5.6% | $7.92万 | 加仓 |
| IGM | ISHARES TR | $197.91万 | 0.41% | 16,700 | -1,709 | -9.3% | -$20.25万 | 减仓 |
| VCR | VANGUARD WORLD FD | $227.10万 | 0.47% | 6,325 | -970 | -13.3% | -$34.83万 | 减仓 |
| IXJ | ISHARES TR | $232.84万 | 0.48% | 24,892 | -2,558 | -9.3% | -$23.93万 | 减仓 |
| IVV | ISHARES TR | $248.56万 | 0.51% | 3,805 | -42 | -1.1% | -$2.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $259.94万 | 0.53% | 4,350 | 574 | 15.2% | $34.30万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $274.95万 | 0.57% | 49,523 | 6,985 | 16.4% | $38.78万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $349.84万 | 0.72% | 61,722 | -4,274 | -6.5% | -$24.22万 | 减仓 |
| AMZN | AMAZON COM INC | $371.01万 | 0.76% | 17,814 | 284 | 1.6% | $5.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $416.15万 | 0.86% | 11,242 | 596 | 5.6% | $22.06万 | 加仓 |
| AMGN | AMGEN INC | $420.18万 | 0.86% | 11,942 | 5 | 0.0% | $1,759 | 加仓 |
| TSLA | TESLA INC | $629.04万 | 1.29% | 16,921 | -355 | -2.1% | -$13.20万 | 减仓 |
| V | VISA INC | $721.32万 | 1.48% | 23,866 | 470 | 2.0% | $14.21万 | 加仓 |
| ABBV | ABBVIE INC | $735.51万 | 1.51% | 33,818 | 357 | 1.1% | $7.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $739.34万 | 1.52% | 30,246 | 592 | 2.0% | $14.47万 | 加仓 |
| GOOG | ALPHABET INC | $803.79万 | 1.65% | 28,020 | -30 | -0.1% | -$8,606 | 减仓 |
| NVDA | NVIDIA CORPORATION | $905.14万 | 1.86% | 51,900 | -618 | -1.2% | -$10.78万 | 减仓 |
| C | CITIGROUP INC | $909.04万 | 1.87% | 80,155 | -897 | -1.1% | -$10.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $957.90万 | 1.97% | 19,990 | 98 | 0.5% | $4.70万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $989.75万 | 2.03% | 33,647 | 152 | 0.5% | $4.47万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,005.95万 | 2.07% | 292,341 | 85,648 | 41.4% | $294.71万 | 加仓 |
| META | META PLATFORMS INC | $1,035.08万 | 2.13% | 18,092 | -30 | -0.2% | -$1.72万 | 减仓 |